+25.0%
PLD vs MRSH
-10.0%
+35.0%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | -2.8% | -5.9% | +3.1% | -2.1% |
| 30D | -3.6% | -7.3% | +3.7% | -2.7% |
| 3M | -7.1% | +6.7% | -13.8% | -7.8% |
| 6M | +0.2% | +3.0% | -2.8% | -0.3% |
| YTD | +6.9% | -2.9% | +9.8% | +7.1% |
| 1Y | +25.0% | -9.0% | +34.0% | +23.9% |
| All | +25.0% | -10.0% | +35.0% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MRSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling